
Non-Physical Intelligence Has A Ceiling
Reasoning alone cannot predict the chaotic physical world. Without a sensory and motor interface to reality, non-physical AI will not deliver the scientific and technological breakthroughs we expect.
MD, 33 | Only innovation increases order | Nothing ever posted is financial advice | Do your own due diligence | Blogging about biotech, AI, science and anything else that interests me
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Reasoning alone cannot predict the chaotic physical world. Without a sensory and motor interface to reality, non-physical AI will not deliver the scientific and technological breakthroughs we expect.

Verastem reported >50% reduction of CA19-9 in 13 of 14 pretreated pancreatic cancer patients treated with 900 mg VS-7375. Whether CA19-9 can predict survival is another question.

Organizations sense and act, but borrow their thinking from humans. Palantir's ontology provides a living model of the firm, and AI supplies the capacity to reason over it.

At her 250th birthday, America is again at the very forefront of innovation. The rational position is an almost delusional optimism about what Americans build next.

Rezpegaldesleukin selectively expands regulatory T cells to restore peripheral immune balance. Phase 2b trials showed impressive, deepening efficacy in AD and meaningful hair regrowth in AA.

Cue licensed CUE-221, a dual-mechanism anti-IgE antibody. A controlled Phase 2 in CSU in mainland China is expected to read out in H2 2026, after which Cue plans a global Phase 2b in food allergy.

Hemay's Phase 2 mufemilast data suggest oral PDE4 inhibition can drive biologic-range remission in moderate-to-severe ulcerative colitis.

Maas et al. link picloram to US early-onset colorectal cancer; Germany saw a parallel rise despite zero picloram sales for 16 years (1990-2005).

Computational simulation of four non-covalent KRAS G12D inhibitors suggests VS-7375 reaches 90% signaling suppression at the lowest free drug concentration.

Median OS 13.2 vs 6.7 months, HR 0.40, in pretreated metastatic pancreatic ductal adenocarcinoma against standard chemotherapy. The era of targeted therapy in pancreatic cancer has finally arrived.